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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

857 hedge funds and large institutions have $20.8B invested in Discover Financial Services in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 287 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

1% more funds holding

Funds holding: 851857 (+6)

1.86% less ownership

Funds ownership: 87.25%85.39% (-1.9%)

6% less capital invested

Capital invested by funds: $22.2B → $20.8B (-$1.33B)

10% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 319

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $124M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
857
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.62%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
76
Increased
287
Reduced
319
Closed
64
Calls
$111M
Puts
$124M
Net Calls
-$13.4M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
801
Northwest Wealth Management
Iowa
$8K
OIA
802
OneDigital Investment Advisors
Kansas
$8K
GI
803
Gradient Investments
Minnesota
$8K +$7.7K +105 +1,500%
1IA
804
1834 Investment Advisors
Wisconsin
$7K
AIS
805
Accurate Investment Solutions
Pennsylvania
$7K
LA
806
Legacy Advisors
Pennsylvania
$7K
OWA
807
One Wealth Advisors
California
$7K
MA
808
MCF Advisors
Kentucky
$7K +$7.33K +100 New
SMFS
809
Squar Milner Financial Services
California
$7K +$7.41K +101 New
QCIG
810
Quad-Cities Investment Group
Iowa
$7K +$7.7K +105 New
AIA
811
Arcadia Investment Advisors
Idaho
$6.9K -$73 -1 -1%
EWM
812
Elmwood Wealth Management
California
$6.41K
SFSIG
813
San Francisco Sentry Investment Group
California
$6K -$201K -2,747 -97%
GTAM
814
Global Trust Asset Management
Florida
$6K
NCM
815
New Capital Management
Texas
$6K
OAJ
816
Ogorek Anthony Joseph
New York
$6K
SWMG
817
Signature Wealth Management Group
Georgia
$6K
TCM
818
Tradewinds Capital Management
Washington
$6K
CIA
819
CSat Investment Advisory
Michigan
$6K +$6.38K +87 New
RA
820
Rational Advisors
New York
$5K -$3.3K -45 -37%
ARMC
821
American Research & Management Company
Massachusetts
$5K
CHC
822
City Holding Co
West Virginia
$5K
FPB
823
First PREMIER Bank
South Dakota
$5K
IP
824
Intellectus Partners
California
$5K
CAC
825
Certified Advisory Corp
Florida
$5K +$73 +1 +1%

DFS Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2018, worth a combined $20.8B — down 6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFS positions and 64 closed out — a net gain of 12 holders — while 287 added to existing stakes and 319 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $88.6M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 857 institutional investors held Discover Financial Services (DFS) as of Q2 2018, up from 851 in Q1 2018.
  • Funds reported $20.8B of Discover Financial Services stock for Q2 2018, down 6% quarter-over-quarter.
  • 76 funds opened new Discover Financial Services positions in Q2 2018 and 64 closed out, a net change of +12 holders.
  • The largest Discover Financial Services buyer in Q2 2018 was Arrowstreet Capital, an estimated $88.6M added.
  • The largest Discover Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2018.